CrossGen Wealth LLC Takes $779,000 Position in Oracle Corporation $ORCL

Key Points

• CrossGen Wealth LLC opened a new position in Oracle during the fourth quarter, buying 3,996 shares valued at about $779,000.
• Oracle’s latest quarterly results topped expectations, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% year over year.
• Wall Street sentiment remains constructive, with multiple firms raising price targets and Oracle carrying a Moderate Buy consensus rating; the company also announced a quarterly $0.50 dividend.

CrossGen Wealth LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 3,996 shares of the enterprise software provider's stock, valued at approximately $779,000.

Several other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank boosted its holdings in Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after buying an additional 8,530 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks 'inaccurate'

Oracle Stock Up 0.6%

Shares of NYSE:ORCL opened at $184.66 on Friday. The firm has a market capitalization of $531.10 billion, a PE ratio of 31.67, a price-to-earnings-growth ratio of 1.15 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The firm has a fifty day moving average of $188.02 and a 200 day moving average of $177.34.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the business posted $1.70 earnings per share. The company's revenue for the quarter was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, research analysts anticipate that Oracle Corporation will post 6.45 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on ORCL. DA Davidson raised their price target on Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a report on Thursday, June 11th. BMO Capital Markets boosted their price objective on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Wolfe Research reissued an "outperform" rating and set a $225.00 price objective on shares of Oracle in a report on Thursday, June 11th. Bank of America raised their target price on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Finally, KeyCorp reaffirmed an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Oracle currently has an average rating of "Moderate Buy" and a consensus target price of $268.27.

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle's product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.

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